Sales Specialist/ Financial Advisory& Relationship Management

Key Responsibilities:

• 1. Sales & Advisory:
• • Sell myPaisaa products to existing customers and provide tailored financial advice to meet their goals.
• 2. Relationship Management:
• • Build lasting relationships with customers, offering support and fostering trust in myPaisaas products.
• 3. Lead Generation:
• • Identify and convert leads through personal networks and conduct presentations or small-group discussions to showcase product benefits.
• 4. Customer-Centric Approach:
• • Understand customer needs, tailor product pitches, and ensure transparency throughout the sales process.
• 5. Reporting & Insights:
• Meet sales targets, maintain CRM tools, and provide regular updates to the management team.

Qualifications & Skills:

• 1. Education & Experience:
• • Bachelors degree in Finance, Business, or a related field.
• • Minimum 3-5 years of sales experience in financial advisory, investment products, or wealth management with a proven sales track record.
• 2. Skills:
• • Strong knowledge of FIs and fixed-income products.
• • Excellent communication, presentation, and relationship-building skills.
• • Proficiency in CRM tools and MS Office.
• 3. Certifications (Preferred):
• • CFP, NISM, or similar certifications are a plus.

What We Offer:

• • Competitive salary with performance-based incentives.
• • Training on myPaisaas products and tools.
• • Career growth in a fast-growing fintech environment.

• Role Overview:

• myPaisaa is seeking a skilled Sales Specialist with expertise in financial advisory and relationship management to sell Non-Convertible Debentures (NCDs) to our existing customers and generate leads through personal and professional networks. The ideal candidate will blend financial expertise, persuasive communication, and relationship-building skills to achieve sales targets and deliver value to customers.